First Citizens Financial Corp’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
3,172
-255
| -7% | -$30.1K | 0.21% | 93 |
|
|
2025
Q1 | $418K | Hold |
3,427
| – | – | 0.24% | 84 |
|
|
2024
Q4 | $369K | Hold |
3,427
| – | – | 0.2% | 81 |
|
|
2024
Q3 | $395K | Sell |
3,427
-40
| -1% | -$4.61K | 0.21% | 82 |
|
|
2024
Q2 | $347K | Sell |
3,467
-308
| -8% | -$30.9K | 0.21% | 84 |
|
|
2024
Q1 | $365K | Hold |
3,775
| – | – | 0.22% | 79 |
|
|
2023
Q4 | $366K | Sell |
3,775
-33
| -0.9% | -$3.2K | 0.24% | 77 |
|
|
2023
Q3 | $336K | Buy |
3,808
+300
| +9% | +$26.5K | 0.24% | 81 |
|
|
2023
Q2 | $315K | Buy |
+3,508
| New | +$315K | 0.21% | 84 |
|
|
2022
Q4 | $401K | Hold |
3,897
| – | – | 0.35% | 57 |
|
|
2022
Q3 | $362K | Hold |
3,897
| – | – | 0.36% | 57 |
|
|
2022
Q2 | $418K | Hold |
3,897
| – | – | 0.37% | 54 |
|
|
2022
Q1 | $435K | Hold |
3,897
| – | – | 0.33% | 61 |
|
|
2021
Q4 | $409K | Sell |
3,897
-175
| -4% | -$18.4K | 0.3% | 63 |
|
|
2021
Q3 | $397K | Sell |
4,072
-552
| -12% | -$53.8K | 0.32% | 63 |
|
|
2021
Q2 | $456K | Sell |
4,624
-73
| -2% | -$7.2K | 0.34% | 58 |
|
|
2021
Q1 | $453K | Buy |
4,697
+195
| +4% | +$18.8K | 0.37% | 57 |
|
|
2020
Q4 | $412K | Sell |
4,502
-231
| -5% | -$21.1K | 0.36% | 58 |
|
|
2020
Q3 | $419K | Sell |
4,733
-84
| -2% | -$7.44K | 0.41% | 47 |
|
|
2020
Q2 | $385K | Buy |
4,817
+453
| +10% | +$36.2K | 0.4% | 51 |
|
|
2020
Q1 | $353K | Sell |
4,364
-33
| -0.8% | -$2.67K | 0.46% | 45 |
|
|
2019
Q4 | $401K | Buy |
+4,397
| New | +$401K | 0.4% | 53 |
|